Position in AJG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$85,448,707
+$21,538,550 QoQ
Shares Held
372,212
+26.1% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#86
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $396,103,293 across 17 Insurance Brokers names. AJG ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
570,878 | $95,148,234 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
372,212 | $85,448,707 | |
| 3 | AON |
Aon plc
|
233,032 | $77,294,382 | |
| 4 | BRO |
Brown & Brown, Inc.
|
861,844 | $55,287,291 | |
| 5 | ERIE |
Erie Indemnity Co
|
147,885 | $35,455,427 | |
| 6 | WTW |
Willis Towers Watson PLC
|
135,243 | $35,348,462 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
161,474 | $7,831,488 | |
| 8 | CRVL |
Corvel Corp
|
26,464 | $1,654,528 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,448,707 | 372,212 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $63,910,157 | 295,088 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $67,775,546 | 261,894 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $62,728,853 | 202,521 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $81,453,890 | 254,448 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $92,590,604 | 268,192 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $41,609,285 | 146,589 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $85,818,410 | 305,002 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $39,186,406 | 151,118 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $42,775,091 | 171,073 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $49,474,946 | 220,006 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $41,263,532 | 181,036 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $41,107,674 | 187,219 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $65,035,259 | 339,947 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $37,969,125 | 201,385 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $28,653,493 | 167,349 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $35,022,783 | 214,811 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $32,240,586 | 184,654 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $32,735,279 | 192,935 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $31,667,503 | 213,034 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $48,876,710 | 348,920 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $32,276,374 | 258,687 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $27,276,691 | 220,489 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $17,542,326 | 166,152 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,349,049 | 106,155 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,628,379 | 56,783 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||